$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.
Executive Director
Senior Wealth Strategy Associate
I have worked with Bank Portfolios, Trust Departments, Investment advisors and high net worth individuals. I have experience with a variety of Fixed Income Instruments including Treasuries, Mortgage backed securities, Government agency bonds, Corporate and Municipal bonds. In 1996 I joined what is now UBS Financial Services, transitioning my focus on equities. As a Wealth Management Financial Advisor I currently have 250 million assets under management. Servicing Ultra-high net worth family offices around the world.
Education
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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